Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $635,045 | $137,414+362.1% | $189,537+235.1% | $85,847+639.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 4.57% | 38.14%-33.6pp | 555.34%-550.8pp | 318.61%-314.0pp |
| Employer contribution / active EE | $21,194 | $4,344+387.8% | $6,161+244.0% | $2,565+726.2% |
| Participant deferral / active EE | $18,212 | $6,260+190.9% | $8,220+121.6% | $3,952+360.8% |
| Admin fee / account holder | $112 | $8,630-98.7% | $12,048-99.1% | $6,261-98.2% |